Callan Capital’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $549K | Buy |
1,006
+48
| +5% | +$26.2K | 0.04% | 192 |
|
|
2024
Q4 | $548K | Buy |
958
+47
| +5% | +$26.9K | 0.04% | 161 |
|
|
2024
Q3 | $451K | Buy |
911
+75
| +9% | +$37.1K | 0.03% | 192 |
|
|
2024
Q2 | $378K | Buy |
836
+183
| +28% | +$82.7K | 0.03% | 198 |
|
|
2024
Q1 | $273K | Buy |
+653
| New | +$273K | 0.02% | 222 |
|
|
2023
Q4 | – | Sell |
-956
| Closed | -$309K | – | 243 |
|
|
2023
Q3 | $309K | Buy |
956
+197
| +26% | +$63.8K | 0.03% | 154 |
|
|
2023
Q2 | $245K | Buy |
+759
| New | +$245K | 0.03% | 161 |
|